All Resources Phone View

Online Help > All Resources Phone View

What does the “All Resources Phone View” functionality do?

The "All Resources Phone View" functionality is designed for Phone and is an easy way to manage resources from the project. The user can easily search through the resources by resource name.

How do I apply All Resources phone view?

To apply the All Resources phone view, go to Menu -Views - All Resources.

What are the available actions in All Resources phone view?

The available actions in All Resources phone view are:

  • single tap - opens Resource Information dialog;
  • right swipe - allows you to delete a resource;
  • tap and hold - a popover with multiple options appears; 

What information can I update in Resource Information dialog?

On the All Resources Phone View, in the Task information dialog, the application allows you to edit the Resources Name, Initials, Email, Group, Code, Type, Material Label, Max. Units, Base Calendar, Cost and to add Notes.

How can I delete a resource in All Resources phone view?

To delete a resource in All Resources phone view swipe to left and tap on Delete button. Or tap and hold on any resource name and then choose the Delete option from the popover.

How can I add a new resource in All Resources phone view?

To add a new resource in All Resources phone view, tap on Add resource at the end of the resource list. Or tap and hold on any resource and choose Add resource option from the popover.

Step by step on how to update Resource Information:

1. Go to Menu - Views and select All Resources phone view.

2. Tap on any Resource Name.

3. Update the information you want. The application allows you to edit the Resources Name, Initials, Email, Group, Code, Type, Material Label, Units, Base Calendar, Cost and to add Notes.

4. Click OK to save the changes.

Step by step on how to delete a resource:

1. Go to Menu and select All Resources phone view.

2. Swipe to left. A red button that allows you to delete a resource will appear.

3. Tap on Delete button.

NOTE:  You can also tap and hold on any resource name and then choose the Delete option from the popover.

Step by step on how to add a new resource:

1. Go to Menu - Views and select All Resources phone view.

2. Go to the end of the resource list.

3. Tap on Add resource.

4. Edit the resource information in Add resource dialog.

5. Click OK to save the changes.

NOTE: You can also tap and hold on any resource and choose Add Resource from the popover.

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